The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AIR LEASE CORP CL A 00912X302 665 24,850 SH   DFND 1 24,850 0 0
AIR LEASE CORP CL A 00912X302 1,205 45,000 SH   DFND 2 45,000 0 0
AIR LEASE CORP CL A 00912X302 1,075 40,150 SH   SOLE   40,150 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 817 14,600 SH   DFND 1 14,600 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 3,132 56,000 SH   DFND 2 56,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 4,049 72,400 SH   SOLE   72,400 0 0
AMBER RD INC COM 02318Y108 1,221 158,400 SH   DFND 1 158,400 0 0
AMBER RD INC COM 02318Y108 3,121 404,800 SH   DFND 2 404,800 0 0
AMBER RD INC COM 02318Y108 3,647 473,000 SH   SOLE   473,000 0 0
ANALOGIC CORP COM PAR $0.05 032657207 497 6,250 SH   DFND 2 6,250 0 0
ANALOGIC CORP COM PAR $0.05 032657207 457 5,750 SH   SOLE   5,750 0 0
APPLE INC COM 037833100 717 7,500 SH   DFND 2 7,500 0 0
APPLE INC COM 037833100 2,271 23,750 SH   SOLE   23,750 0 0
APPROACH RESOURCES INC COM 03834A103 39 18,400 SH   DFND 1 18,400 0 0
APPROACH RESOURCES INC COM 03834A103 14 6,800 SH   SOLE   6,800 0 0
ARI NETWORK SVCS INC COM NEW 001930205 63 15,000 SH   SOLE   15,000 0 0
ASPEN AEROGELS INC COM 04523Y105 200 40,200 SH   SOLE   40,200 0 0
AV HOMES INC COM 00234P102 293 24,000 SH   DFND 1 24,000 0 0
AV HOMES INC COM 00234P102 110 9,000 SH   SOLE   9,000 0 0
BARRACUDA NETWORKS INC COM 068323104 244 16,115 SH   DFND 1 16,115 0 0
BARRACUDA NETWORKS INC COM 068323104 207 13,650 SH   DFND 2 13,650 0 0
BARRACUDA NETWORKS INC COM 068323104 251 16,585 SH   SOLE   16,585 0 0
BECTON DICKINSON & CO COM 075887109 6,020 35,500 SH   DFND 2 35,500 0 0
BECTON DICKINSON & CO COM 075887109 763 4,500 SH   SOLE   4,500 0 0
BOEING CO COM 097023105 9,253 71,250 SH   DFND 1 71,250 0 0
BOEING CO COM 097023105 3,474 26,750 SH   SOLE   26,750 0 0
BOTTOMLINE TECH DEL INC COM 101388106 1,529 71,000 SH   SOLE   71,000 0 0
BROOKS AUTOMATION INC COM 114340102 1,739 155,000 SH   DFND 1 155,000 0 0
BROOKS AUTOMATION INC COM 114340102 954 85,000 SH   DFND 2 85,000 0 0
BROOKS AUTOMATION INC COM 114340102 645 57,500 SH   SOLE   57,500 0 0
BRUKER CORP COM 116794108 227 10,000 SH   DFND 2 10,000 0 0
CARMAX INC COM 143130102 5,491 112,000 SH   DFND 2 112,000 0 0
CARMAX INC COM 143130102 1,103 22,500 SH   SOLE   22,500 0 0
CASTLIGHT HEALTH INC CL B 14862Q100 79 20,000 SH   DFND 2 20,000 0 0
CASTLIGHT HEALTH INC CL B 14862Q100 99 25,000 SH   SOLE   25,000 0 0
CHANNELADVISOR CORP COM 159179100 205 14,117 SH   SOLE   14,117 0 0
COMCAST CORP NEW CL A 20030N101 6,519 100,000 SH   DFND 1 100,000 0 0
COMCAST CORP NEW CL A 20030N101 3,911 60,000 SH   DFND 2 60,000 0 0
CONMED CORP COM 207410101 1,432 30,000 SH   DFND 2 30,000 0 0
CORIUM INTL INC COM 21887L107 187 53,956 SH   DFND 1 53,956 0 0
CORIUM INTL INC COM 21887L107 278 80,000 SH   DFND 2 80,000 0 0
CORIUM INTL INC COM 21887L107 251 72,310 SH   SOLE   72,310 0 0
CORNING INC COM 219350105 717 35,000 SH   DFND 2 35,000 0 0
CRA INTL INC COM 12618T105 340 13,500 SH   SOLE   13,500 0 0
DICKS SPORTING GOODS INC COM 253393102 1,081 24,000 SH   DFND 2 24,000 0 0
DICKS SPORTING GOODS INC COM 253393102 451 10,000 SH   SOLE   10,000 0 0
ELECTRONICS FOR IMAGING INC COM 286082102 3,615 84,000 SH   DFND 1 84,000 0 0
ELECTRONICS FOR IMAGING INC COM 286082102 2,755 64,000 SH   DFND 2 64,000 0 0
ELECTRONICS FOR IMAGING INC COM 286082102 1,937 45,000 SH   SOLE   45,000 0 0
ENTEGRIS INC COM 29362U104 3,302 228,175 SH   DFND 1 228,175 0 0
ENTEGRIS INC COM 29362U104 2,894 200,000 SH   DFND 2 200,000 0 0
ENTEGRIS INC COM 29362U104 4,324 298,825 SH   SOLE   298,825 0 0
EQUINIX INC COM PAR $0.001 29444U700 1,393 3,593 SH   SOLE   3,593 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 11,370 150,000 SH   DFND 1 150,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 9,778 129,000 SH   DFND 2 129,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 3,896 51,400 SH   SOLE   51,400 0 0
FEI CO COM 30241L109 641 6,000 SH   SOLE   6,000 0 0
FINANCIAL ENGINES INC COM 317485100 2,401 92,800 SH   DFND 1 92,800 0 0
FINANCIAL ENGINES INC COM 317485100 1,552 60,000 SH   DFND 2 60,000 0 0
FINANCIAL ENGINES INC COM 317485100 1,609 62,200 SH   SOLE   62,200 0 0
FLIR SYS INC COM 302445101 464 15,000 SH   DFND 2 15,000 0 0
FLIR SYS INC COM 302445101 263 8,500 SH   SOLE   8,500 0 0
FORMFACTOR INC COM 346375108 4,865 541,200 SH   DFND 1 541,200 0 0
FORMFACTOR INC COM 346375108 5,394 600,000 SH   DFND 2 600,000 0 0
FORMFACTOR INC COM 346375108 6,017 669,250 SH   SOLE   669,250 0 0
FOUNDATION MEDICINE INC COM 350465100 781 41,875 SH   DFND 1 41,875 0 0
FOUNDATION MEDICINE INC COM 350465100 292 15,625 SH   SOLE   15,625 0 0
FREQUENCY ELECTRS INC COM 358010106 309 33,247 SH   DFND 2 33,247 0 0
FREQUENCY ELECTRS INC COM 358010106 2,312 248,619 SH   SOLE   248,619 0 0
GILEAD SCIENCES INC COM 375558103 3,837 46,000 SH   DFND 1 46,000 0 0
GILEAD SCIENCES INC COM 375558103 7,758 93,000 SH   DFND 2 93,000 0 0
GILEAD SCIENCES INC COM 375558103 3,003 36,000 SH   SOLE   36,000 0 0
GSE SYS INC COM 36227K106 1,951 875,000 SH   SOLE   875,000 0 0
GSV CAP CORP COM 36191J101 1,324 263,797 SH   DFND 1 263,797 0 0
GSV CAP CORP COM 36191J101 238 47,500 SH   DFND 2 47,500 0 0
GSV CAP CORP COM 36191J101 508 101,162 SH   SOLE   101,162 0 0
HEALTHSOUTH CORP COM NEW 421924309 2,717 70,000 SH   DFND 1 70,000 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 2,248 51,100 SH   DFND 1 51,100 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 832 18,900 SH   SOLE   18,900 0 0
HESS CORP COM 42809H107 1,803 30,000 SH   DFND 1 30,000 0 0
HESS CORP COM 42809H107 2,584 43,000 SH   DFND 2 43,000 0 0
HESS CORP COM 42809H107 316 5,250 SH   SOLE   5,250 0 0
HONEYWELL INTL INC COM 438516106 3,490 30,000 SH   DFND 1 30,000 0 0
HONEYWELL INTL INC COM 438516106 523 4,500 SH   DFND 2 4,500 0 0
HUTCHINSON TECHNOLOGY INC COM 448407106 1,074 316,950 SH   DFND 1 316,950 0 0
HUTCHINSON TECHNOLOGY INC COM 448407106 975 287,500 SH   DFND 2 287,500 0 0
HUTCHINSON TECHNOLOGY INC COM 448407106 1,493 440,550 SH   SOLE   440,550 0 0
II VI INC COM 902104108 2,142 114,200 SH   DFND 1 114,200 0 0
II VI INC COM 902104108 1,047 55,800 SH   SOLE   55,800 0 0
IPG PHOTONICS CORP COM 44980X109 480 6,000 SH   DFND 2 6,000 0 0
IPG PHOTONICS CORP COM 44980X109 600 7,500 SH   SOLE   7,500 0 0
JABIL CIRCUIT INC COM 466313103 3,940 213,300 SH   DFND 1 213,300 0 0
JABIL CIRCUIT INC COM 466313103 2,771 150,000 SH   DFND 2 150,000 0 0
JABIL CIRCUIT INC COM 466313103 1,648 89,200 SH   SOLE   89,200 0 0
KVH INDS INC COM 482738101 370 48,100 SH   DFND 1 48,100 0 0
KVH INDS INC COM 482738101 4,053 526,300 SH   DFND 2 526,300 0 0
KVH INDS INC COM 482738101 3,879 503,800 SH   SOLE   503,800 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 4,659 35,763 SH   DFND 1 35,763 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 824 6,325 SH   SOLE   6,325 0 0
LADDER CAP CORP CL A 505743104 439 36,007 SH   DFND 2 36,007 0 0
LADDER CAP CORP CL A 505743104 205 16,783 SH   SOLE   16,783 0 0
LAM RESEARCH CORP COM 512807108 210 2,500 SH   DFND 2 2,500 0 0
LEMAITRE VASCULAR INC COM 525558201 400 28,000 SH   SOLE   28,000 0 0
LIBBEY INC COM 529898108 1,128 71,000 SH   DFND 1 71,000 0 0
LIBBEY INC COM 529898108 461 29,000 SH   SOLE   29,000 0 0
MEDTRONIC PLC SHS G5960L103 2,043 23,541 SH   DFND 1 23,541 0 0
MEDTRONIC PLC SHS G5960L103 2,281 26,290 SH   DFND 2 26,290 0 0
MEDTRONIC PLC SHS G5960L103 726 8,365 SH   SOLE   8,365 0 0
MKS INSTRUMENT INC COM 55306N104 2,038 47,340 SH   DFND 1 47,340 0 0
MKS INSTRUMENT INC COM 55306N104 2,541 59,000 SH   DFND 2 59,000 0 0
MKS INSTRUMENT INC COM 55306N104 3,387 78,660 SH   SOLE   78,660 0 0
MONSANTO CO NEW COM 61166W101 3,020 29,200 SH   DFND 1 29,200 0 0
MONSANTO CO NEW COM 61166W101 1,117 10,800 SH   SOLE   10,800 0 0
NATIONAL INSTRS CORP COM 636518102 638 23,300 SH   DFND 2 23,300 0 0
NATIONAL INSTRS CORP COM 636518102 395 14,400 SH   SOLE   14,400 0 0
NAVIGATOR HOLDINGS LTD SHS Y62132108 711 61,850 SH   DFND 1 61,850 0 0
NAVIGATOR HOLDINGS LTD SHS Y62132108 266 23,150 SH   SOLE   23,150 0 0
NORSAT INTL INC NEW COM NEW 656512209 451 67,500 SH   SOLE   67,500 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 2,530 231,250 SH   DFND 1 231,250 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 1,422 130,000 SH   DFND 2 130,000 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 2,625 239,900 SH   SOLE   239,900 0 0
OAKTREE CAP GROUP LLC UNIT CL A 674001201 1,589 35,500 SH   DFND 1 35,500 0 0
OAKTREE CAP GROUP LLC UNIT CL A 674001201 895 20,000 SH   DFND 2 20,000 0 0
OAKTREE CAP GROUP LLC UNIT CL A 674001201 649 14,500 SH   SOLE   14,500 0 0
OIL DRI CORP AMER COM 677864100 907 26,268 SH   SOLE   26,268 0 0
OMNICELL INC COM 68213N109 650 19,000 SH   SOLE   19,000 0 0
ORBOTECH LTD ORD M75253100 2,555 100,000 SH   DFND 1 100,000 0 0
ORBOTECH LTD ORD M75253100 1,150 45,000 SH   SOLE   45,000 0 0
PDF SOLUTIONS INC COM 693282105 815 58,250 SH   DFND 1 58,250 0 0
PDF SOLUTIONS INC COM 693282105 2,973 212,500 SH   DFND 2 212,500 0 0
PDF SOLUTIONS INC COM 693282105 5,166 369,250 SH   SOLE   369,250 0 0
PHOTRONICS INC COM 719405102 585 65,625 SH   DFND 1 65,625 0 0
PHOTRONICS INC COM 719405102 1,158 130,000 SH   DFND 2 130,000 0 0
PHOTRONICS INC COM 719405102 1,253 140,625 SH   SOLE   140,625 0 0
Q2 HLDGS INC COM 74736L109 560 20,000 SH   DFND 2 20,000 0 0
Q2 HLDGS INC COM 74736L109 350 12,500 SH   SOLE   12,500 0 0
QUINSTREET INC COM 74874Q100 903 254,400 SH   DFND 1 254,400 0 0
QUINSTREET INC COM 74874Q100 336 94,616 SH   SOLE   94,616 0 0
REIS INC COM 75936P105 859 34,500 SH   DFND 2 34,500 0 0
REIS INC COM 75936P105 2,976 119,500 SH   SOLE   119,500 0 0
SCHLUMBERGER LTD COM 806857108 989 12,500 SH   DFND 2 12,500 0 0
SILICON GRAPHICS INTL CORP COM 82706L108 57 11,400 SH   DFND 1 11,400 0 0
SILICON GRAPHICS INTL CORP COM 82706L108 32 6,325 SH   DFND 2 6,325 0 0
SILICON GRAPHICS INTL CORP COM 82706L108 1,447 287,694 SH   SOLE   287,694 0 0
SOUTHWEST AIRLS CO COM 844741108 1,702 43,400 SH   DFND 1 43,400 0 0
SOUTHWEST AIRLS CO COM 844741108 651 16,600 SH   SOLE   16,600 0 0
SUPER MICRO COMPUTER INC COM 86800U104 5,517 222,000 SH   DFND 1 222,000 0 0
SUPER MICRO COMPUTER INC COM 86800U104 4,784 192,500 SH   DFND 2 192,500 0 0
SUPER MICRO COMPUTER INC COM 86800U104 4,864 195,750 SH   SOLE   195,750 0 0
SYPRIS SOLUTIONS INC COM 871655106 302 355,000 SH   DFND 1 355,000 0 0
SYPRIS SOLUTIONS INC COM 871655106 182 213,573 SH   DFND 2 213,573 0 0
SYPRIS SOLUTIONS INC COM 871655106 164 192,700 SH   SOLE   192,700 0 0
TEKLA HEALTHCARE INVS SH BEN INT 87911J103 5,763 245,894 SH   DFND 1 245,894 0 0
TEKLA HEALTHCARE INVS SH BEN INT 87911J103 2,463 105,074 SH   SOLE   105,074 0 0
TEKLA LIFE SCIENCES INVS SH BEN INT 87911K100 6,234 362,680 SH   DFND 1 362,680 0 0
TEKLA LIFE SCIENCES INVS SH BEN INT 87911K100 2,411 140,252 SH   SOLE   140,252 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 12,412 84,000 SH   DFND 1 84,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 9,826 66,500 SH   DFND 2 66,500 0 0
THESTREET INC COM 88368Q103 390 345,000 SH   SOLE   345,000 0 0
TIFFANY & CO NEW COM 886547108 861 14,200 SH   DFND 1 14,200 0 0
TIFFANY & CO NEW COM 886547108 152 2,500 SH   DFND 2 2,500 0 0
TIFFANY & CO NEW COM 886547108 352 5,800 SH   SOLE   5,800 0 0
TTM TECHNOLOGIES INC COM 87305R109 640 85,000 SH   DFND 1 85,000 0 0
TTM TECHNOLOGIES INC COM 87305R109 275 36,500 SH   DFND 2 36,500 0 0
TTM TECHNOLOGIES INC COM 87305R109 1,660 220,500 SH   SOLE   220,500 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 271 10,000 SH   DFND 2 10,000 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 44 7,700 SH   DFND 2 7,700 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 1,986 349,000 SH   SOLE   349,000 0 0
UNITED CONTL HLDGS INC COM 910047109 2,873 70,000 SH   DFND 1 70,000 0 0
UNITED CONTL HLDGS INC COM 910047109 205 5,000 SH   DFND 2 5,000 0 0
UNITED CONTL HLDGS INC COM 910047109 1,231 30,000 SH   SOLE   30,000 0 0
VARIAN MED SYS INC COM 92220P105 2,796 34,000 SH   DFND 1 34,000 0 0
VARIAN MED SYS INC COM 92220P105 1,562 19,000 SH   DFND 2 19,000 0 0
VARIAN MED SYS INC COM 92220P105 1,316 16,000 SH   SOLE   16,000 0 0
VIASAT INC COM 92552V100 7,140 100,000 SH   DFND 1 100,000 0 0
VIASAT INC COM 92552V100 6,248 87,500 SH   DFND 2 87,500 0 0
VIASAT INC COM 92552V100 4,605 64,500 SH   SOLE   64,500 0 0
VICOR CORP COM 925815102 162 16,100 SH   DFND 1 16,100 0 0
VICOR CORP COM 925815102 151 15,000 SH   DFND 2 15,000 0 0
VICOR CORP COM 925815102 792 78,600 SH   SOLE   78,600 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 172 13,880 SH   DFND 1 13,880 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 774 62,500 SH   DFND 2 62,500 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 76 6,120 SH   SOLE   6,120 0 0
VISHAY PRECISION GROUP INC COM 92835K103 134 10,000 SH   SOLE   10,000 0 0
WAGEWORKS INC COM 930427109 1,406 23,500 SH   DFND 2 23,500 0 0
WAGEWORKS INC COM 930427109 1,675 28,000 SH   SOLE   28,000 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 230 12,500 SH   DFND 2 12,500 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 110 6,000 SH   SOLE   6,000 0 0
XCERRA CORP COM 98400J108 288 50,000 SH   DFND 1 50,000 0 0
XCERRA CORP COM 98400J108 211 36,666 SH   SOLE   36,666 0 0
YUME INC COM 98872B104 74 20,000 SH   SOLE   20,000 0 0